+256.5%
TQQQ vs OVV
+52.0%
+204.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | +4.4% | -3.7% | +8.1% | +5.9% |
| 30D | -3.1% | +8.0% | -11.1% | -6.5% |
| 3M | -5.2% | +11.3% | -16.4% | -10.9% |
| 6M | +52.4% | +24.0% | +28.4% | +31.6% |
| YTD | +37.4% | +65.3% | -27.9% | -1.1% |
| 1Y | +56.0% | +60.2% | -4.2% | +12.7% |
| All | +256.5% | +52.0% | +204.5% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling